Knowledge Base

Create a POS Job

The POS module in Gojee allows you to sell your inventory items over the counter, and either take payment for these items on the spot, or allocate invoices to customers’ accounts.

To get started, navigate to POS System from the Home Screen:

You will be directed to the Bill of Materials page for creating a job. Add the items for the sale, and update the quantity of each line item:

• If you’d like to assign a customer for the sale, click on the Customer tab and choose the customer from the dropdown list, or create a new customer on the fly (refer to Create a Job for more information on creating new customers from the job page).
• Once you’re happy with the sale, click “Invoice and Pay”. This will create an approved invoice in your Xero file. You will be directed to the view invoice screen once the invoices has been generated:

You have the following options from this screen to complete the sale:

Take Payment for POS Jobs

Take Cash Payment:

• If you’d like to take a payment on the spot, enter the cash payment amount and click “Take Cash Payment”

• The system will ask you to confirm the payment. Click “Take Payment” and you will be able to see the payment made under “Payment History” as below:

Take Card Payment:

•  This requires Square integration to be set up. Refer to the Add-ons section for more information on how to set it up.
• If you are using Gojee from a mobile device, tablet or iPad, and you have the Square app installed, you’ll be able to take a physical card payment. You’ll be directed to the Square app to take the card payment and then back to the Gojee app once complete.
• If you are using Gojee on a desktop device, once you select take card payment you will be presented with the following modal.

• Taking the online payment will direct you to the following secure web based payment screen powered by Square:

• You can enter the card details to process the online payment.

Other Payment Methods:

If you wish to take payment for your POS transaction via bank transfer or cheque, you can do this from within Xero.

• Follow the POS process and generate an invoice, but don’t process payment immediately. When you do receive payment, go back to the recorded POS job and click the Open Xero button at the top right of the invoice:

• From here, you will be able to enter information regarding the account the funds have been deposited in:

Once Xero syncs with Gojee and the invoice’s payment is accounted for, the POS transaction will be marked as completed.

Cancel POS Job

Select the red Cancel POS Job button from the POS Invoice screen. This will cancel the POS job, void the invoice and any stock consumed onto the job.

Set a Default POS Customer

You can set up a default customer for POS jobs to save time when creating sales. You could create a new customer in your Gojee file called “Cash Sale” or similar for example, and then assign this as the default for all POS sales.

To get started, click on your organizations name on the top right in Gojee and select “Organization Setup”.

Select “Payment” and select the customer you created for POS jobs.

Click Save and all new POS jobs created from this point will have the default customer assigned.